William Baris is a financial advisor with Spartan Capital Private Wealth Management LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at PHX Financial, Inc., Joseph Stone Capital, LLC, and First Standard Financial Company. He is also the owner of Savage Business Sales Consulting Corp, a non-investment related business. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and other business entities, focusing on portfolio management and oversight of third-party money managers. The firm tailors guidance to client objectives and risk tolerance, often utilizing model portfolios and third-party managers, and operates under common ownership with affiliated broker-dealer and insurance activities.

Charles Catapano is a financial advisor at RMR Wealth Builders, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Calton & Associates, Inc. and Newbridge Securities Corporation. Prior to his advisory career, he was employed at Northwell Health/LIJ Medical Center. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, serving primarily individual and high-net-worth clients. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives.

Erica Keane is a financial advisor at Ausdal Financial Partners, Inc. with six years of industry experience. She holds the Series 66 designation and previously worked at American Portfolios and OSAIC. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of services including advisor-managed and separately managed accounts, retirement-plan advisory, and financial planning, tailoring investment strategies to each client’s objectives and risk tolerance.

Brian Reynolds is a financial advisor with Lincoln Investment, holding a Series 63 designation and 14 years of industry experience. He previously worked at Equity Services, Inc. and National Life from 2016 to 2024 before joining Lincoln Investment and Capital Analysts. Outside of advisory work, Reynolds volunteers in marketing for the Peconic Hockey Foundation and operates a small collectibles sales business. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of model portfolios, employing both strategic and dynamic investment approaches.

Victor Argentina is a financial advisor with Janney Montgomery Scott, holding Series 65 and Series 63 licenses and bringing two years of industry experience. His background includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. Prior to entering finance, he worked in the catering and retail sectors. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipalities, offering brokerage services, financial planning, and advisory programs.

Michael Geisen is a financial advisor with Janney Montgomery Scott, holding Series 63, Series 66, and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He has been with Janney Montgomery Scott and its affiliated entities since 2017. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Stanley Hochhauser is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 60 years of industry experience. He has been with Janney since 2001. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Keith Furio is a Series 66-credentialed financial advisor with 20 years of industry experience. He is currently with Independent Financial Partners and has held previous roles at Realta Investment Advisors, Main Street Management Company, and Realta Equities. Independent Financial Partners serves a nationwide client base through a decentralized advisory model, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a multi-advisor platform and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Marc Silverstein is a financial advisor with Lincoln Investment based in Riverhead, NY, holding a Series 63 designation and 29 years of industry experience. His prior work includes roles at Capital Analysts, National Life Group, and Equity Services, Inc. He also serves as president and agent of MAS Group, Inc., a property and casualty business. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs using both strategic and dynamic investment approaches.

Daniel Conforti is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2016. Outside of finance, he is a New York State certified baseball umpire, officiating high school games in Eastern Long Island. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities, including in-house research and derivatives services.

Michael Oliver is a financial advisor with Janney Montgomery Scott, holding a Series 66 credential and totaling 25 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously at Morgan Stanley. Outside of his advisory role, Oliver serves as president of the Mattituck Booster Club, is a board member at True Light Church, and volunteers as a firefighter and medical rescuer with the Mattituck Fire Department. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base—including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients—offering brokerage services, financial planning, consulting, and a range of advisory programs supported by in-house and third-party portfolio management.

Akash Bhanti is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role at Citigroup, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. for five years, as well as at Maxim Group LLC and the New York Institute of Technology. Bhanti also has experience with the John Ondrush Golf & Fitness Academy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees and operates with a combination of large institutional scale and unique market roles.

Denis Corridan is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent over two decades with Legend Equities Corporation and Legend Advisory Corporation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, managing both in-house and third-party strategies through an investment management team that employs strategic and tactical approaches.

James Mcnamara is a financial advisor at Oppenheimer with 44 years of industry experience. He has been with Oppenheimer since 2003 and holds Series 63 and Series 65 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, employing strategic and tactical asset allocation and manager selection across various investment vehicles.

Christine Munn is a financial advisor at Steward Partners Investment Advisory, LLC with eight years of industry experience. Prior to joining Steward Partners in 2024, she worked at Overbrook Management Corporation for 15 years. She holds Series 63, Series 65, and Series 66 licenses. Munn also serves as a trustee for RM Robert Trusts on a volunteer basis. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services supported by both discretionary and non-discretionary portfolio management.

Joel Breiter is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2013. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, retirement services, and financial planning, using a variety of asset allocation and investment strategies tailored to client objectives.

Peter Cvikevich is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across diverse wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house capabilities, including research and security pricing, supporting large-scale and complex client relationships.

Thomas Leonard is a Financial Advisor with Merrill Lynch Wealth Management. With a 30-year career in the financial markets, he has led Institutional Sales teams for several major global financial firms and guided sophisticated investors through significant market events including the 1987 Stock Market Crash, the ERM Currency Crisis, the Dot-Com Stock Crisis, 9/11, and the 2008 Great Financial Crisis. This extensive experience has equipped him with practical knowledge to help individual investors navigate financial uncertainty. Thomas specializes in a broad range of client focus areas such as college education planning, employee benefits planning, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, special needs planning, and retirement income. He and his team adopt a consultative approach to develop customized financial strategies tailored to each client’s unique goals. As an active manager, Thomas is adept at adjusting clients’ portfolios to shifting market conditions, emphasizing organization and planning as keys to successful investing. He holds a Bachelor’s degree from Fairfield University and a Master of Business Administration from Fordham University, and he holds the Professional Investment Advisor (PIA) designation. Thomas participates in community service through involvement with the American Cancer Society. In addition to his professional interests, he enjoys golfing, traveling, yoga, and spending time with his wife and four daughters.

Kevin Dehler is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1987 and joined Merrill Lynch in 2012. Prior to this, he was a Senior Vice President in Capital Markets and managed a multi-asset investment team. Kevin focuses on developing financial strategies and advice tailored to individuals, families, and businesses by understanding their short- and long-term financial objectives. He holds the Wealth Management Advisor designation and is a Sports & Entertainment Accredited Wealth Management Advisor™, which reflects his experience working with clients in the sports and entertainment industry. Kevin earned a bachelor's degree in Finance from St. John's University. He and his wife, Kristen, reside in Sag Harbor with their two children and are active in the community. Kevin supports Hampton's Community Outreach, the Southampton Business Advisory Council, Sag Harbor Youth Basketball, and Sag Harbor Little League. He has been coaching various sports for the past eight years and holds a United States Coast Guard Captain's license.

Ryan Grande is a financial advisor at Charles Schwab with a Series 66 designation and approximately one year of industry experience. His prior work includes positions at Nicholas Massimo - Equitable Advisors, Equitable Advisors, and KPMG LLP. He has also been involved with Aji 53. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by a centralized operational structure.